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DO THE WORK

Your work, end to end

Find your task, then go to its section.

Do the work

Every task, step by step. Ask the assistant, or do it on the screen.

  1. Your work, end to end
  2. Sell and get paid
  3. Buy from suppliers
  4. Receive, inspect and make
  5. Money and the books
  6. Set up your team

Shown with ABC Corp, a demonstration company.

Describe, prepare, approve, recorded

Every task in Axis follows the same four steps. The assistant prepares. You decide.

Step What happens In the Halvorsen award
Describe You say what happened, in your own words, or attach the document. "Award RFQ-2026-00006 to Halvorsen."
Prepare The assistant prepares the record and shows each step it takes. It finds Halvorsen's quotation, SQ-2026-00015.
Approve Work that posts or commits waits on a card for a person with the right seat. The card shows the quotation and its request. You press Approve.
Recorded The record is on the books, linked to the documents before it. The award is recorded, and Needs Attention asks for its Purchase Order.

Routine work, such as a draft or a report, runs as soon as you ask. Each task below says whether it waits for approval. See Approvals for why.

The cycle

The dashboard draws five pipelines, and the diagram shows how they hand work to each other. Each box is a stage on the dashboard. A box marked posts writes to the ledger. An arrow between two pipelines shows where one hands its work to the next: a shortfall on a bill of materials starts a requisition, and a shipment starts an invoice.

%% One subgraph per pipeline the dashboard serves, with its own stages. %% scripts/check_doc_diagrams.py reads them against api/layouts/, so a stage %% added or dropped on screen and not here is reported as drift. A box that is %% deliberately not a stage says so with a %% not-a-stage: comment. flowchart TB subgraph P2P["Vendorization"] direction LR pReq["Requisition"] --> pEnq["Enquiry"] --> pCmp["Compare quotes"] --> pPo["Purchase order"] pPo --> pGr[["Goods received<br/>posts"]] --> pIns["Inspection"] --> pBill[["Vendor bill<br/>posts"]] --> pPay[["Payment<br/>posts"]] end subgraph D2S["Design to Stock"] direction LR dBom["Bill of materials"] --> dWo[["Work order<br/>posts"]] --> dIns["Inspection"] --> dStk["Into stock"] end subgraph Q2C["Enquiry to Delivery"] direction LR qEnq["Enquiry"] --> qCon["Contract"] --> qAdv[["Advance<br/>posts"]] --> qMfg[["Manufacturing<br/>posts"]] qMfg --> qQc["Quality check"] --> qShp[["Shipment<br/>posts"]] --> qSet[["Settled<br/>posts"]] end subgraph I2C["Invoice to Cash"] direction LR iRai[["Raised<br/>posts"]] --> iOut["Outstanding"] --> iRec[["Received<br/>posts"]] --> iPos[["Posted<br/>posts"]] --> iSet["Settled"] end subgraph PPL["People"] direction LR hEmp["Employees"] --> hClm[["Expense claims<br/>approval posts"]] %% not-a-stage: Payroll run hEmp --> hPay[["Payroll run<br/>submission posts"]] end dBom -->|"shortfall requisitioned"| pReq pGr -->|"material to the floor"| dWo dStk -->|"finished goods to ship"| qShp qMfg -.->|"run as this cycle"| dWo qShp -->|"invoiced"| iRai hClm -->|"settled like a supplier bill"| pPay hPay -->|"net pay, one balance per person"| pPay

Every task

Task Page Seat Waits for approval
Read a customer's order from a PDF Sell and get paid Sales Routine
Send a quotation Sell and get paid Sales Yes
Confirm a sales order Sell and get paid Sales Yes
Deliver an order Sell and get paid Stores, Sales Yes
Raise a sales invoice Sell and get paid Sales Yes
Record a customer payment Sell and get paid Finance, Sales Yes
Chase overdue invoices Sell and get paid Finance, Sales Routine
Issue a credit note Sell and get paid Sales Yes
Find what an order needs to buy Buy from suppliers Procurement Routine
Send a Request for Quotation Buy from suppliers Procurement Yes
Read a supplier quotation from a PDF Buy from suppliers Procurement Routine
Compare quotations Buy from suppliers Procurement Routine
Award a quotation Buy from suppliers Procurement Yes
Raise the Purchase Order Buy from suppliers Procurement Yes
Match a supplier invoice Buy from suppliers Procurement Yes
Check a supplier's delivery record Buy from suppliers Operations, Procurement Routine
Receive goods Receive, inspect and make Procurement, Stores Yes
Record inspection readings Receive, inspect and make Stores Routine
Evaluate an inspection Receive, inspect and make Operations Routine
Follow up a non-conformance Receive, inspect and make Operations Routine
Move stock between stores Receive, inspect and make Stores Yes
Count stock Receive, inspect and make Stores Yes
Run a work order Receive, inspect and make Operations Yes
Plan maintenance Receive, inspect and make CEO Routine
Approve a posting Money and the books Finance Yes
Correct a posted entry Money and the books Finance Yes
Run the integrity check Money and the books Finance Routine
Reconcile the bank Money and the books Finance Routine
Pay suppliers Money and the books Finance, Sales Yes
Revalue foreign balances Money and the books CEO Yes
Read the financial statements Money and the books Finance Routine
Close a period Money and the books Finance Yes
Approve expense claims Money and the books Administrators Yes
Run payroll Money and the books Administrators Yes
Set up your company Set up your team Administrators Routine
Add a user and give them a role Set up your team Administrators Routine
Shape a role to your team Set up your team Administrators Routine
Add a module Set up your team CEO Yes
Back up and restore Set up your team CEO On the server

A seat names the roles that do the task: Finance is the CFO, the GM Finance and the Manager Accounts, and Administrators are the Manager Admin HR and the System Administrator. A task marked CEO sits with the CEO's seat, which holds every action. See Roles and seats for each seat, and Who can do what for each role.

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